Business List: Investment Management Firms in Irvine, CA, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Edward Jones - Financial Advisor: Teddy Squilanti	950 S Coast Dr Ste 240, Costa Mesa, CA 92626	71454xxxx1	a.j*******@e********.com									5
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
USA Financial Management Services	7700 Irvine Center Dr Ste 470, Irvine, CA 92618	94975xxxx5	cen************@c***********.com
DJM Financial Wealth Management & Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx0	car*************@n.com							112		119
Jorey Bernstein Private Wealth Management	660 Newport Center Dr Suite 470, Newport Beach, CA 92660	31096xxxx9	jor@b***************************.com	5	3
Ranchharbor	1201 Dove St, Newport Beach, CA 92660	94922xxxx0	inf@r*********.com
HomeUnion	2010 Main St Ste 250 Irvine, CA 92614	86673xxxx0	cas***@h******.com			2.3	7
Jason Niles Burch - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	42434xxxx8	dns***@a*.com
Travis Combe - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Mont Pelerin	660 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7
Noel Investment & Management, Inc.	17572 Cottonwood, Irvine, CA 92612	94937xxxx0
Signature Resources Capital Mangement	16755 Von Karman Ave, Irvine, CA 92606	94926xxxx6	ale@s*********.com
AB Capital	15 Corporate Plaza Dr, Newport Beach, CA 92660	94949xxxx0
OTA Real Estate	17780 Fitch Ste 107 Irvine, CA 92614	94965xxxx5	dom**@h********.com			4	1
Pelorus Equity Group	124 Tustin Ave Suite 200, Newport Beach, CA 92663	94972xxxx3	inf@p*******.com
Hewitt Investment Advisory	6 Venture Ste 200, Irvine, CA 92618	94972xxxx4	nn@o**************.com
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Insight Wealth Strategies, LP	100 Pacifica #360, Irvine, CA 92618	94945xxxx1	gro@i*************.com
D & S Investments	3751 S Harbor Blvd, Santa Ana, CA 92704	71443xxxx0
Jeremy Vernon Combe - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Sunpath Financial	100 Bayview Circle Ste 100 Newport Beach, CA 92660	94967xxxx8	525***********************************@w***************.com			5	12
Perlmutter Investment Co	512 Harbor Island Dr, Newport Beach, CA 92660	94942xxxx5
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Edward Jones - Financial Advisor: John Thomas Patton	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9
Luminate Wealth Management and Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx7	ang*************@n.com	5	3
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Global Trends Investments	2010 Main St, Irvine, CA 92614	94979xxxx0	anh@c*********************.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Atlas Wealth Management Group, LLC	2372 Morse Ave Ste 100, Irvine, CA 92614	88847xxxx5	inf@a******.com									35
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Transitional Investors	2 Park Plz Irvine, CA 92614	94975xxxx0
Sage Point Financial	10061 Talbert Ave, Fountain Valley, CA 92708	71496xxxx0	dom**@a*********.com
Dove Investment Research And Management	100 Pacifica Ste 370, Irvine, CA 92618	87743xxxx6	jes**@d************.com
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
Ameriprise Financial Advisors - Tucker Watkins & Associates	1 Park Plz Ste 360 Irvine, CA 92614	94926xxxx1
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Pathway Capital Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx0	ada*********@p***********.com
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235					230		233
Sterling Financial Advisors	25950 Acero, Mission Viejo, CA 92691	94985xxxx0	d.o*****@s*******.com
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	17	5	21	209		208
Edward Jones - Financial Advisor: Pete Peterson, RICP®	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87384		100000
American Discovery Energy Inc	27068 La Paz Rd, Aliso Viejo, CA 92656	94960xxxx1	inf*******@u*****.com	4.2	50			5	7	527	11	529
Woodco Investment Co Inc	3746 Campus Dr, Newport Beach, CA 92660	94975xxxx7
Heather Xiong, CFP- Life Insurance Advisor	1968 S Coast Hwy Ste 1700 Laguna Beach, CA 92651	90187xxxx0				5	3
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Primior Asset Management	750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765	86646xxxx6	adv***@p****.com	4	21	4.9	31			983		1000
Maureen Flanagan	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx0	add******@f**********.com							90275		115000
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Hunt Enterprises Investment	15811 Pasadena Ave, Tustin, CA 92780	71454xxxx4
marrick wealth	2211 Michelson Dr #545, Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Pathway Capital Management	18101 Von Karman Ave Ste 330, Irvine, CA 92612	94962xxxx0
Clifford Breeden III - Ameriprise Financial Services	17875 Von Karman Ave Ste 150 Irvine, CA 92614	94975xxxx2
Sagemark Consulting	18400 Von Karman Ave Ste 400 Irvine, CA 92612	94966xxxx1				5	1
Securities America	18300 Von Karman Ave Ste 400, Irvine, CA 92612	94947xxxx1	aad******@s**************.com
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Sterling Bank & Trust	4250 Barranca Pkwy Ste 5 Irvine, CA 92604	94955xxxx2	abc*@s*********.com							308
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
Heritage Financial, Ara Malazian, CFP	505 N Tustin Ave Ste 267 Santa Ana, CA 92705	94970xxxx2	fin******************@c***********.com
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
Marshall Reddick Mortgage Fund	4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660	85844xxxx7	539***********************************@w***************.com
Duckworth & Mehner	3189 Pullman St, Costa Mesa, CA 92626	71443xxxx0
Howard Niemoeller - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx2	dns***@a*.com
Manulife Asset Management	18301 Von Karman Ave, Irvine, CA 92612	80024xxxx2	aar******@m*****.com							171826		171000
Barbara Stowell - IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71496xxxx0	ahe*****@i********.com		5	5	2
Trusteepro	23601 Moulton Pkwy, Laguna Hills, CA 92653	94960xxxx5	dan@t*******.com
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Hewitt Investment Advisory	1 Santa Ana Rate Ctr, Irvine, CA 92602	71483xxxx4
Kost, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	rbc*******@r.com							80	8	83
Four Corners	100 Spectrum Center Dr, Irvine, CA 92618	94993xxxx4
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Asset One Property Management	7545 Irvine Center Drive Suite 200, Irvine, CA 92618	94952xxxx5
Parse Financial	16520 Bake Pkwy, Irvine, CA 92618	94987xxxx5
Tina Chou - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Spectrum Wealth Management Llc	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94950xxxx0	ben@s********************.com
FTG Financial & Insurance Services	3333 Michelson Dr Ste 300 Irvine, CA 92612	71494xxxx7	adm@f*******************.com
Sidoxia Capital Management, LLC	2901 W Coast Hwy Ste 200 Newport Beach, CA 92663	94925xxxx2	a.n*****@s****.com									247
Professional Practice Sales	18410 Irvine Blvd, Tustin, CA 92780	71483xxxx0
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Spectrum Asset Mangemet, Inc.	1301 Dove St Ste 970, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com							166767	126	187000	1	1
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx9	acc*************@u.com
Pacific Alternative Asset Management	19540 Jamboree Rd, Irvine, CA 92612	94926xxxx0	aad*@p***.com
Ascent Wealth	Irvine, CA 92618	94953xxxx9
Edward Jones - Financial Advisor: Mark Denali, CEPA®	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com
Avantax Investment Services	800 S Harbor Blvd, Anaheim, CA 92805	94924xxxx2	day@m*****.com
Core Capital Investments	3333 Michelson Dr Ste 430, Irvine, CA 92612	94979xxxx3
Jerris Wealth Management Group	5 Corporate Park #270, Irvine, CA 92606	94986xxxx7
Cardinal Point Wealth Management, LLC	19200 Von Karman Ave, Irvine, CA 92612	94991xxxx4	bra***@c****************.com							446
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
Raymond James Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	71496xxxx0	aar**********@r*********.com	5	6					17482		18000
Isantos Insurance Associates	2372 Morse Ave Irvine, CA 92614	94985xxxx1	em@i******.com
Coast Capital	3400 Irvine Ave Ste 205, Newport Beach, CA 92660	94922xxxx2
Michael Beattie - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx7	dns***@a*.com
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Premium Capital Funding	1905 E 17th St Ste 226, Santa Ana, CA 92705	88884xxxx8
Edward Jones - Financial Advisor: Michael R Long	4250 Barranca Pkwy Ste C Irvine, CA 92604	94973xxxx2	a.j*******@e********.com							87586		100000
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			270	68
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							121	16
Royal Alliance Associates Inc	485 E 17th St Ste 350, Costa Mesa, CA 92627	94954xxxx2	aba***@r**********.com							2988	27	3500
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Oppenheimer	620 Newport Center Dr Ste 1000, Newport Beach, CA 92660	94921xxxx0	ala*********@o*.com							610	164
Mandy M Woo - Ameriprise Financial Services	4 Venture Ste 300 Irvine, CA 92618	94945xxxx3	bri*************@a*.com									10
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Babson Capital Management Inc	800 Newport Center Dr Ste 750, Newport Beach, CA 92660	94971xxxx0	aad***@b**********.com
Boustead Securities, LLC	6 Venture #395, Irvine, CA 92618	94950xxxx8	ada@b*********.com	1	3							152
Centaurus Financial Inc	1820 W Orangewood Ave Ste 106, Orange, CA 92868	71494xxxx0	aar*****@c***************.com							330	15
Independent Capital Management	695 Town Center Dr Ste 530, Costa Mesa, CA 92626	94945xxxx0	che*@j****.com
Raymond James Financial Services	1 Park Plz Irvine, CA 92614	94922xxxx2
Shopoff Realty Investments	18565 Jamboree Rd Ste 200 Irvine, CA 92612	84447xxxx3	aab*******@s****.com			3.3	7
Irvine Capital Group	100 Spectrum Center Dr 9th Floor Ste 23, Irvine, CA 92618	94991xxxx4	len**@i**********.co
Edward Jones - Financial Advisor: Bruce C Branstine	2811 E Katella Ave Ste 200, Orange, CA 92867	71444xxxx8
Pure Financial Advisors, LLC	2020 Main St #690, Irvine, CA 92614	94977xxxx0	abb******@p**********.com	3.7	3					1668		1700
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
Investment Capital Real Estate	1 Park Plaza Suite 600, Irvine, CA 92614	94920xxxx7	id@i******************.com
Securities America Inc	18231 Irvine Blvd Ste 203, Tustin, CA 92780	71473xxxx0	aad******@s**************.com
Met West Capital	610 Newport Center Dr Ste 450, Newport Beach, CA 92660	94971xxxx1
Ameriprise Financial Advisors - Torres & Associates	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0				4	2
Integrated Capitol Management	2082 Business Center Dr, Irvine, CA 92612	94947xxxx1
Pathway Capital Management	18575 Jamboree Rd FL 7 Irvine, CA 92612	94962xxxx0
The 949 Group \| Commercial Real Estate Investments and Leasing	One Park Plaza suite 600, Irvine, CA 92614	94968xxxx8	gle**********@9*****.com
Bentley Co	13658 Red Hill Ave, Tustin, CA 92780	71431xxxx6	aar*******@b**********.com
Todd Halbrook	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx2	add******@f**********.com
Transcendence Realty Inc.	Irvine, CA 92604	71420xxxx2	tra******************@d***************.com
Tarnutzer Companies	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aca*****@k*.com
Newport Asset Management	21222 Fern Cir, Huntington Beach, CA 92646	71433xxxx7	bry*@n*******************.com
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
The Moore Strong Group Corporation	Irvine, CA 92618	94939xxxx6
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Tempus Wealth Planning	100 Spectrum Center Dr Suite 1070, Irvine, CA 92618	94939xxxx5	cca**@t*****.com							108		107
Carter Financial Management	6 Venture Ste 120 Irvine, CA 92618	94945xxxx0
Edward Jones - Financial Advisor: Josephine Palacios	180 E Main St Ste 104, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							87384		100000
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Centerpoint Financial Management	7700 Irvine Center Dr Ste 800 Irvine, CA 92618	94975xxxx5	hel@c***********.com			5	2
Noble Wealth Management	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	88827xxxx8	aj@n********************.com
Flagstar Bank	26020 Acero, Mission Viejo, CA 92691	94934xxxx4	aar******@f*****.com
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
Edward Jones - Financial Advisor: Bryan L Green	17592 17th St Ste 110, Tustin, CA 92780	71454xxxx2	a.j*******@e********.com									240
Dove Investment Research and Management	100 Pacifica, Irvine, CA 92618	87743xxxx6	jes**@d************.com
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Benefit Financial Services Group (BFSG, LLC)	2040 Main St # 720, Irvine, CA 92614	88872xxxx8	adm@b*.com	5	1					21		25
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Brezden Wealth Advisors	18400 Von Karman Ave STE 400, Irvine, CA 92612	94947xxxx7	inf@b*******************.com	5	1
Fair Trade Real Estate	Santa Ana, CA 92705	71459xxxx9	a30***********************************@w***************.com					5	15	871	85	984
Cfi	30 Corporate Park, Irvine, CA 92606	94929xxxx0	bet@c*******************.com
UBS Financial	20 Pacifica, Irvine, CA 92618	94945xxxx0	acc*************@u.com
DeBeikes Investment Company	5289 Alton Pkwy, Irvine, CA 92604	94973xxxx3	bde****@d*****.com
Lawyers Property Management, Inc.	7700 Irvine Center Dr Ste 800, Irvine, CA 92618
Level Four Wealth Management	1920 Main St Ste 1090 Irvine, CA 92614	94977xxxx1
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Sentra Securities	2600 Michelson Dr Irvine, CA 92612	94985xxxx8
Raymond James Financial Services	1151 Dove St Ste 115, Newport Beach, CA 92660	94997xxxx5	aar**********@r*********.com							17409		18000
Ucb Investment Services	15333 Culver Dr Irvine, CA 92604	94955xxxx8
Certus Wealth Advisors	2040 Main St #175, Irvine, CA 92614	94986xxxx3	cl@c*****************.com
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Jerry L Clements - Ameriprise Financial Services	4 Venture Ste 300 Irvine, CA 92618	94945xxxx3	dns***@a*.com							76		73
Clarity Wealth Management	16440 Bake Pkwy #100, Irvine, CA 92618	94957xxxx3	ant*************@c**********.net	5	2					146		171
Mike Borgman	Irvine, CA 92612					1	1
Family Wealth Leadership	2 Venture Ste 460 Irvine, CA 92618	94946xxxx0	inf@f********************.com			1	1
Edward Jones - Financial Advisor: Rene Costales, AAMS™	19900 Beach Blvd Ste I, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com
Krona Financial Group	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Anchor Wealth Management, LLC	9891 Irvine Center Dr # 170, Irvine, CA 92618	94998xxxx2	hos*****@1**.com
Liang & Quinley Wealth Management	7700 Irvine Center Dr #540, Irvine, CA 92618	94974xxxx8	chr********@l.com	5	2
Charter West Financial Mgmt	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8
Empirical Wealth Management	4 Park Plaza Suite 330, Irvine, CA 92614	94954xxxx0	com*****@e******.net									2500
D.A. Davidson	3333 Michelson Dr Ste 900, Irvine, CA 92612	71432xxxx0	acr***@d**.com							923		1200
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
Blue Trust \| Orange County Financial Advisors	20 Pacifica suite 560, Irvine, CA 92618	94940xxxx0	aar******@b******.com	5	13					176	12	263
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@f***.com
Gala Capital Partners	3191 Red Hill Ave Ste 200, Costa Mesa, CA 92626	80065xxxx7	aga@g****************.com
C M Group	16 Via Helena, Rancho Santa Margarita, CA 92688	94945xxxx1	gar@c****.tv									2
Edward Jones - Financial Advisor	16485 Laguna Canyon Rd Ste 255 Irvine, CA 92618	94975xxxx7	acc********@e********.com							87586		100000
Flagstar Bank	100 Bayview Cir, Newport Beach, CA 92660	94993xxxx9	a.d****@f*****.com
United Capital Financial	620 Newport Center Dr Ste 500, Newport Beach, CA 92660	94999xxxx0	abd**************@u*****.com
Pacific Financial Planner	27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656	94921xxxx2	inf@p*******.com							249	6	248
Stephenson & Company	7700 Irvine Center Dr Irvine, CA 92618	94972xxxx5
Martin Investment Company	1340 Ritchey St, Santa Ana, CA 92705	71456xxxx2
Edward Jones - Financial Advisor: Phil Gironda, AAMS™	2134 Main St Ste 195, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com							87384		100000
AK Financial Group	6 Venture STE 390, Irvine, CA 92618	94978xxxx0	ak@a***************.com					5	17			119
James Barr - Raymond James	17220 Newhope St, Fountain Valley, CA 92708	71470xxxx5	ral********@r*********.com
Jermaine Jamison - Branch Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
Real Property Management OC Metro	1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705	94961xxxx2
Corporate Pointe Investments	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Northpoint Asset Management Orange County	930 Roosevelt #309, Irvine, CA 92620	94922xxxx8	ang*********@n*********.com									184
Edward Jones - Financial Advisor: Daniel W Verdugo	1838 N Tustin St, Orange, CA 92865	71428xxxx5	a.j*******@e********.com							87359		99000
Trustmark Bank	3070 Bristol St Ste 340, Costa Mesa, CA 92626	71470xxxx0
Kairos Investment Management Co LLC	18101 Von Karman Ave #1100, Irvine, CA 92612	94970xxxx8	a@k***.com
Murdoch Morris LLP	114 Pacifica Ste 320, Irvine, CA 92618	94950xxxx0
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
Edward Jones - Financial Advisor: Tammy McKennon	1501 Westcliff Dr Ste 307, Newport Beach, CA 92660	94961xxxx5	acc********@e********.com							87631		100000
Crown Financial Investment Group	2020 Main St Irvine, CA 92614	94975xxxx6
DFS Capital Management	1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705	71450xxxx3	dch***@d*****************.com
Rel Investment Co	79 Bradbury, Newport Beach, CA 92660	94939xxxx0
Managed Asset Protection Inc	20301 SW Acacia St Ste 250, Newport Beach, CA 92660	94926xxxx0	dgi*****@m*********.com
Drew J. McFarland	3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94925xxxx3
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
J Michael Goggin - Financial Services	2020 Main St Ste 250 Irvine, CA 92614	94966xxxx2	dns***@a*.com
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
Pacific Investment Management Company	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
Michael Price - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx6	dns***@a*.com
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Keller Coad & Collins Investment Counsel Inc	18300 Von Karman Ave Ste 600, Irvine, CA 92612	94947xxxx0
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com							113321	3094	131000
Tabr Capital Management	500 N State College Blvd Ste 1320, Orange, CA 92868	71470xxxx0	bka*****@t*.net
Seamount Financial Group	738 E Chapman Ave, Orange, CA 92866	71451xxxx0	aar@s**************.com
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
Friedman Billings Ramsey & Co	18101 Von Karman Ave Irvine, CA 92612	94947xxxx0	aal***@f.com
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
Leasco Investments	2755 Bristol St Ste 140, Costa Mesa, CA 92626	71455xxxx0	acc*****@l***.net
Allergan	2525 Dupont Dr Irvine, CA 92602	71424xxxx0	abb*******@a*****.com			1.8	4
Prudential	2010 Main St, Irvine, Ca 92614	94944xxxx0	abc*****@p*******.com	1	1
Walter J Henry Sentra Secu Rities	2600 Michelson Dr Irvine, CA 92612	94985xxxx8
Spectrum Capital Investment Group	9911 Irvine Center Dr, Irvine, CA 92618	94959xxxx1
Edward Jones - Financial Advisor: Gregory Day, CFP®\|ChFC®\|CIMA®\|CRPC™	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							35	3	35
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Otto, George	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Phoenix Real Estate Investment Corp	311 W Cerritos Ave, Anaheim, CA 92805	71422xxxx6
Gg Investment Firm	1912 N Broadway, Santa Ana, CA 92706	71471xxxx5
Dove Investment Research and Management	100 Pacifica Ste 100, Irvine, CA 92618	94929xxxx6
Compass Equity Group	2010 Main St Ste 1220 Irvine, CA 92614	94933xxxx3	cod**************************@c**********.com
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
FFSI	1 Park Vista Ste 600 Irvine, CA 92604	71432xxxx0
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
John Stokes Financial	2040 Main St Ste 570, Irvine, CA 92614	94947xxxx5	inf@j*****************.com
Stifel Linas Flood Wealth Advisory Group	400 Spectrum Center Dr Suite 2000, Irvine, CA 92618	94927xxxx0	jam****@s***.com
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Oc Wealth Advisors	3200 El Camino Real #220, Irvine, CA 92602	71438xxxx7	san*******@l.com
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1					1162	28	1200
Abs Investment Group	1176 Main St, Irvine, CA 92614	94947xxxx0	a.k*@k***.com
Financial Strategies For Today & Tomorrow- Wealth Management Group	17822 17th St Ste 211, Tustin, CA 92780	71436xxxx4
Sage Investment Properties	8925 Research Dr, Irvine, CA 92618	94950xxxx2	ghi@s*********************.com	1	1
Granholm Capital Partners	18100 Von Karman Ave Irvine, CA 92612	94929xxxx2
Principal Financial Group	575 Anton Blvd Ste 900, Costa Mesa, CA 92626	65726xxxx0	aar*******@p******.com
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Peter Binaski - Raymond James	1 Park Plz, Irvine, CA 92614	94922xxxx2	aar**********@r*********.com
Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com
Royal Alliance Associates Inc	18100 Von Karman Ave, Irvine, CA 92612	94955xxxx0
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Assi Inc	3 San Joaquin Plz Ste 235, Newport Beach, CA 92660	94971xxxx0
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Praetorian Advisors	2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625	94976xxxx0	esk****@p**********.com
I M P Financial Services	16505 Brookhurst St, Fountain Valley, CA 92708	71496xxxx3
Servicers Direct	2300 E Katella Ave, Anaheim, CA 92806	88890xxxx4	2f5***********************************@w***************.com
Umpqua Bank	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94962xxxx0	ari************@u*******.com	3.2	5			4	1189	50651	669	49000
Bharmal & Associates, CPAs	2082 Business Center Dr, Irvine, CA 92612	71489xxxx6	ale****@b********.com	4.8	67			5	14	507	6	492
Northgate Gonzalez Reynoso	230 N Harbor Blvd Store 9, Santa Ana, CA 92703	71426xxxx4	ac@n********.com
Precision Wealth	9890 Research Dr # 200, Irvine, CA 92618	94920xxxx0	cco****@p************.com	5	1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Mark R Steeber	20422 Beach Blvd, Huntington Beach, CA 92648	71453xxxx7	a.j*******@e********.com
Merrill Lynch	4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660	94995xxxx0				2.5	2
Mutual of Omaha® Advisors - Irvine	1 Park Plz Ste 720, Irvine, CA 92614	94985xxxx9	ae.*****@m**********.com
Actuarial Direct	30285 Grande Vista Ave Laguna Niguel, CA 92677	94927xxxx2	c18***************************@s***.wixpress
Morgan Stanley Wealth Management	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	bri@m********************.com
Needelman Asset Management	111 Pacifica Irvine, CA 92618	94945xxxx3	sam@m*********.com
Gene Heino	2552 Walnut Ave Ste 140 Tustin, CA 92780	80096xxxx4	gn@k****.com			4.3	6
Capital CS Group	15375 Barranca Pkwy Ste G - 110 Irvine, CA 92618	94944xxxx5	amy@c*************.com
Charles Schwab	2825 Main St, Irvine, CA 92614	94995xxxx9	app*****************@s***.com	4.6	12
Mike Loo	2601 Main St Ste 200 Irvine, CA 92614	94922xxxx5	mic******@t******.com	5	3
Windjammer Capital Investments	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
C. Brian Conners, CFP and Maureen Tsu, CFP	15615 Alton Pkwy Ste 450 Irvine, CA 92618	94927xxxx0	bco***@m****.com
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
Chapla-Breault Wealth Management	100 Spectrum Center Dr Ste 1020 Irvine, CA 92618	94953xxxx0
Crowdcreate	400 Spectrum Center Dr Fl 19 Irvine, CA 92618		abd@c********.us	4.1	24			4.4	13			3200
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Shopoff Realty Investments LP	8951 Research Dr, Irvine, CA 92618	94941xxxx7	aab*******@s****.com
Clear Capital, LLC	8965 Research Dr 2nd Floor, Irvine, CA 92618	94927xxxx5	dan******@c********.com	2.3	3
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Thomas Gillespie - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx7	dns***@a*.com
Kairos Investment Management Company Llc	18101 Von Karman Ave, Irvine, CA 92612	94970xxxx8	a@k***.com
Himbler Investments	2372 Morse Ave Ste 328 Irvine, CA 92614	95192xxxx8
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Canterbury Consulting	660 Newport Center Dr Ste 300, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Edward Jones - Financial Advisor: Chris Arnaldo	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							87384		100000
Dean Investment Inc	9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844	71463xxxx0
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Capital Wealth Management	19600 Fairchild Rd #140, Irvine, CA 92612	80043xxxx0
R S Crum Inc	4 Upper Newport Plz Ste 201, Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Nuveen Securities	1 Park Plz, Irvine, CA 92614	94944xxxx0	abc*****@n***.com
Mig Management	660 Newport Center Dr, Newport Beach, CA 92660	94947xxxx0	aco*@m***.com
Tax Smart Investing & Planning	9870 Research Dr, Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
First National Capital Corporation	27051 Towne Centre Dr, Foothill Ranch, CA 92610	94970xxxx0	abl*@f*****.com
Bascom Holdings	26 Corporate Park #200, Irvine, CA 92606	94995xxxx8		1	1
Barons Trading Group	25910 Acero Ste 245, Mission Viejo, CA 92691	94948xxxx0	jeu@b*********.com							214		233
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	2
Westmont Investments	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
Katiana Jamm - Ameriprise Financial Services	1 Park Plz Ste 360 Irvine, CA 92614	94938xxxx6	dns***@a*.com							183	24	189
Impact Wealth Management	300 Spectrum Center Dr Ste 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
Beacon Pointe Advisors	24 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx0	abh***@b*******.com							228	36	234
Contract Management Strategies	16355 Laguna Canyon Rd, Irvine, CA 92618	94972xxxx2	bwo@c*********.com
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
Benchmark Wealth Management	2300 E Katella Ave Ste 400, Anaheim, CA 92806	71463xxxx3	ben****@l.com
First American Exchange Company	18500 Von Karman Ave Ste 600 Irvine, CA 92612	87731xxxx1	aal*@f****.com			3	2			1272	2	1700
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx8	abc*@u.com
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Webb Financial Group	26050 Acero Mission Viejo, CA 92691	94932xxxx0	sha**@w*************.com	5	2	4.2	5
Saint Investment Group	Irvine, CA 92612	32348xxxx1	gen**@s************.com	5	6							125
Montagna & Associates	1101 Dove St Ste 190 Newport Beach, CA 92660	94983xxxx1	ast*@m********.com			5	1	5	13	426		436
Edelman Financial Engines	600 Anton Blvd Ste 1750, Costa Mesa, CA 92626	83375xxxx3	aar*****@e********************.com							18469	19
Pacific Coast Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com			5	3					23
Edward Jones - Financial Advisor: Zachary T Alario, CFP®	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									143
Anchor Capital Management Group	15 Enterprise Ste 450, Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.com
Edward Jones - Financial Advisor: Jason Jiang, CEPA®\|AAMS™\|CRPC™\|CRPS™	18200 Von Karman Ave Suite 560, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com	5	3					87586		100000
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
Raymond James Financial Services	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
Lustre Advisors	1 Park Plz Ste 600 Irvine, CA 92614	80054xxxx5
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Investing for Catholics	19200 Von Karman Ave, Irvine, CA 92612	88881xxxx5
Ascent Equity Group	9641 Irvine Center Dr, Irvine, CA 92618	60564xxxx6	inf@a***************.com	5	6
Citivest Inc	4340 Von Karman Ave Ste 110, Newport Beach, CA 92660	94947xxxx0	ama****@c********.com							182	2	186
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Petra Chien	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx9	acc**********@f**********.com
Silver Creek Investment Management Inc	5200 Trabuco Rd, Irvine, CA 92620	94965xxxx8
Gary Lutwen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dns***@a*.com
Red Oak Capital Holdings	4 Venture # 295, Irvine, CA 92618	61632xxxx0	acc*****@r******************.com
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Spahr Financial Group	18682 Beach Blvd, Huntington Beach, CA 92648	71496xxxx0	bsp*@s***********.com
Conrad Management Corp	151 Kalmus Dr, Costa Mesa, CA 92626	94958xxxx0
Thompson, David	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Seamount Financial Group, Inc.	738 E Chapman Ave Orange, CA 92866	80075xxxx6	aar@s**************.com
David Pearl - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx6	dav********@a*.com							136	3	136
Raymond James	660 Newport Center Dr Ste 570, Newport Beach, CA 92660	94964xxxx0
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
SNR VENTURES INC	14271 Jeffrey Rd, Irvine, CA 92620	94924xxxx1
Newport Assets Inc	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3
Geske David T	4685 Macarthur Ct Ste 210, Newport Beach, CA 92660	94975xxxx7
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	1			59		132
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Pinnacle Realty & Investment	18500 Von Karman Ave Ste 540, Irvine, CA 92612	94922xxxx9
Florentez Investment Management	12 Brillantez Irvine, CA 92620	71460xxxx7
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
Robert Breen - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx8	bob****@a*.com
Spectrum Capital Investment	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94978xxxx9
Main Management Company	18700 Main St, Huntington Beach, CA 92648	71491xxxx0
PIMCO	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	abc*@p**.com	4.2	17			4.8	108	13399	586	14000
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
Sagent Capital	4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660	94975xxxx7
Infinite Wealth Financial & Insurance Services	2020 Main St 10th Floor, Irvine, CA 92614	94979xxxx4	ale@i*********************.com	5	1					1239	143
Concord Investment Council	2020 Main St Ste 300, Irvine, CA 92614	94985xxxx0
Kava Ventures	12842 Newport Ave Apt 9, Tustin, CA 92780	71486xxxx5
Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com
MSN Investment Group	3141 Michelson Dr UNIT 808, Irvine, CA 92612	76050xxxx2
Louis Arlow - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Financial Growth Management	17871 Santiago Blvd Ste 224, Villa Park, CA 92861	71424xxxx0	hel@f********.com
Epic Financial Management	16787 beach blvd#150, Huntington Beach, CA 92647	71464xxxx7
T J Team Investment Co	3544 E Woodbine Rd, Orange, CA 92867	71499xxxx2
CalCanna-Businesses	3943 Irvine Blvd Ste 102 Irvine, CA 92602	84422xxxx6
Capital Group Companies	6470 Oak Cyn, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com							170465
Beyond Global Management	15615 Alton Pkwy #125, Irvine, CA 92618	94965xxxx9	dat***************@i**.de
South Coast Investment Advisors	5140 Birch St, Newport Beach, CA 92660	94982xxxx5	ale*****@a***************.com
TD Ameritrade	17909 MacArthur Blvd Irvine, CA 92614	94922xxxx0	aam*********@t*********.com			1.7	17			393044		400000
Diligent Financial Group	20241 SW Birch St Ste 100, Newport Beach, CA 92660	94946xxxx7
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Southern California Coins	640 El Camino Real Tustin, CA 92780	65724xxxx4	d_j@d**********************.business			4.5	26
Fbr And Company	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	aal***@f.com
Capital Group	6455 Irvine Center Dr Irvine, CA 92618	94997xxxx0	aa@c***********.com	3.9	18					170764		185000
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
The Woo Group - Morgan Stanley	1901 Main St 7th Floor, Irvine, CA 92614	94995xxxx8
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
American Bankers Mortgage, LLC	111 Pacifica Ste 200 Irvine, CA 92618	71461xxxx1
Thomas Seaman Co	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
Laynie Johnson - Financial Advisor, Ameriprise Financial Services	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							320		356
New Pathway	2160 Barranca Pkwy Ste 1076 Irvine, CA 92606	94977xxxx8
Passco Companies	2050 Main St #650, Irvine, CA 92614	94944xxxx0	abr*@p***.com	4.5	32
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Crown Wealth Management Inc	17011 Beach Blvd Ste 680, Huntington Beach, CA 92647	71496xxxx0	aka@c****.com
Domani Investments	15615 Alton Pkwy #450, Irvine, CA 92618	86643xxxx4	fra*******@d**************.com
Ameriprise Financial Advisors	2 Park Plz Ste 1100 Irvine, CA 92614	94986xxxx0
Apriem Advisors	19200 Von Karman Ave #1050, Irvine, CA 92612	94925xxxx8	and*@a***.com	5	2					280	36	304
Reed Investment Co	1300 Bristol St N Ste N, Newport Beach, CA 92660	94985xxxx9
Val-Chris Investments	2601 Main St Ste 400 Irvine, CA 92614	94925xxxx0	inf@p******************.com			3.6	17					312
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Edward Jones - Financial Advisor: Jonathan Lien	23101 Lake Center Dr Ste 340, Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Edward Jones Investments	45 Tulare Dr, Aliso Viejo, CA 92656	94933xxxx2	a.j*******@e********.com							87631		100000
Cosgrove Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx3	abc*@u.com
Fisher Investments	20 Pacifica Ste 630, Irvine, CA 92618	94977xxxx0	a.b******@f.com							161290	609	158000
Bailey Financial Management	15615 Alton Pkwy, Irvine, CA 92618	71483xxxx1	inf@t*********.com
Irvine Advisors LLC	9940 Research Dr # 200, Irvine, CA 92618	94982xxxx0	ash***@e**********.com
Stewart, Maddy, AGT	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Veritas Metals	100 Spectrum Center Dr Ste 900 Irvine, CA 92618	80094xxxx1	rya****@i***.com
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Belle Investment Corporation	1752 Langley Ave, Irvine, CA 92614	94986xxxx3
Pacific Investment Research	942 E Chapman Ave Orange, CA 92866	71473xxxx8	chi@p**********************.com		3			5	5			507
Equity Star	620 Newport Center Dr Fl 11th, Newport Beach, CA 92660	94949xxxx0
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
Jason Shirk - Ameriprise Financial Services	2020 Main St Ste 250 Irvine, CA 92614	94966xxxx8	dns***@a*.com
Greenwich Capital Markets	19200 Von Karman Ave Ste 950, Irvine, CA 92612	94993xxxx0	as@g*******************.com
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Edward Jones - Financial Advisor: Wesley J. Cummings	1467 N Wanda Rd Ste 175, Orange, CA 92867	71494xxxx3
Odyssey Wealth Design	18400 Von Karman Ave Suite 550, Irvine, CA 92612	94947xxxx2	inq****@o****************.com
Grace Wealth Management Group, Inc.	19782 MacArthur Blvd #320, Irvine, CA 92612	94963xxxx0
Buchanan Street Partners	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ade**@b***********.com	3.3	3
Securities America INC	2619 E Palmyra Ave, Orange, CA 92869	71499xxxx6	aar******@s**************.com
APM Orange County	11770 Warner Ave Ste 117, Fountain Valley, CA 92708	71442xxxx0	apm**************@p****.above										4	4
Peters, Michael T, CPA	1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705	71454xxxx0	a.j**@r****.com							140	8	205
Wealth Management Strategies	2050 Main St #520, Irvine, CA 92614	94983xxxx2	acg******@w******.com
Edward Jones - Financial Advisor: Nasar Aboubakare	5952 Warner Ave, Huntington Beach, CA 92649	71484xxxx8
Freedom Investment Corp	770 N Tustin St, Orange, CA 92867	71460xxxx2
Wilmington Trust	650 Town Center Dr, Costa Mesa, CA 92626	31030xxxx0	aam**@w************.com
Steven Sears CPA & Attorney At Law	18 Truman St Irvine, CA 92620	94926xxxx0
Wohl Investment Company	2402 Michelson Dr Irvine, CA 92612	94995xxxx5
Edward Jones	2223 E Wellington Ave Ste 310, Santa Ana, CA 92701	71454xxxx2
Ameriprise Financial Advisors	2 Park Plz Irvine, CA 92614	94933xxxx0				1	1
Check Capital Management	575 Anton Blvd 3rd Fl, Costa Mesa, CA 92626	71464xxxx9	aeb***@c*********.com									26
Edward Jones - Financial Advisor: Hooman Karbasion, CFP®	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Tauras Capital Group	19800 Macarthur Blvd, Irvine, CA 92612	94965xxxx4
David Kelen - Protective Assets	Irvine, CA 92618	38570xxxx9
Edward Jones - Financial Advisor: Lee Norton	17822 17th St Ste 405 Tustin, CA 92780	71483xxxx6	acc********@e********.com			4.4	7					148
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Principal Financial Group	3 Park Plz Ste 450, Irvine, CA 92614	94944xxxx0	and*********@p******.com							68201	254	70000
Tom Sciara’s Financial Planning & Business Solutions	Irvine, CA 92604	92587xxxx6				5	2
Saint Investment Group	2222 Martin #255, Irvine, CA 92612	94982xxxx1	gen**@s************.com	5	6							125
Bockhold Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
Wealth Teams Solutions	15520 Rockfield Blvd, Irvine, CA 92618	87728xxxx8		5	1
Crystal Cove Advisors Inc	1101 Dove St Ste 120, Newport Beach, CA 92660	94938xxxx0	abu@d***************.com
Umpqua Bank Home Lending	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94987xxxx2	aar*******@u*******.com					4	1189	50650	669	49000
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Zeiger Capital Management Inc	2192 Martin Ste 145, Irvine, CA 92612	94975xxxx9
KPP Financial	18575 Jamboree Rd Ste 600 Irvine, CA 92629	80055xxxx1	ary@k*********.com			4	4
Edward Jones - Financial Advisor: Daniel W Verdugo	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6	a.j*******@e********.com									30
Cruttenden Partners	Serving theIrvine Area	94939xxxx0
Warrior Asset Management	15 Mason, Irvine, CA 92618	80072xxxx8		1	2
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
IDS Asset Management	7700 Irvine Center Dr #800, Irvine, CA 92618	94971xxxx5		2.8	5
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Edward Jones - Financial Advisor: Eric W Connella, AAMS™	23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com							87631		100000
Cruttenden Partners	4600 Campus Dr Ste 110, Newport Beach, CA 92660	94939xxxx0	cor@c***************.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
Kazi Investment Group	1565 McGaw Ave Ste B, Irvine, CA 92614	94986xxxx5	geo*********@k***.com
Andraca Investment Property Inc	2900 S Harbor Blvd, Santa Ana, CA 92704	71454xxxx8
GCI Advisors Inc.	Serving theIrvine Area	94947xxxx0	agi***@g********.com
Securities America Inc	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx6	aad******@s**************.com
Tryon Company	18022 Cowan Ste 200B, Irvine, CA 92614	94933xxxx9
Mutual of Omaha	2601 Main St Ste 960 Irvine, CA 92614	94985xxxx9	aar*******@m**********.com							147069	1554	153000
Hollencrest Securities	100 Bayview Cir Ste 500, Newport Beach, CA 92660	94982xxxx0	ac@h**********.com
The Bascom Group LLC	7 Corporate Park STE 100, Irvine, CA 92606	94995xxxx8		3.7	6
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
McLachlan Investment Co	1936 E Deere Ave, Santa Ana, CA 92705	94983xxxx0
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Brenen Capital Management Group	1601 Dove St Ste 291, Newport Beach, CA 92660	80058xxxx6
Michael Investment Co	17702 Mitchell N, Irvine, CA 92614	94995xxxx0
Trilogy Financial Services	17011 Beach Blvd Ste 800, Huntington Beach, CA 92647	71484xxxx7	aar********@t******.com							4143		4100
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
Creation Capital LLC	17595 Harvard Ave Suite C257, Irvine, CA 92614	86675xxxx7	gca**@c********.com
Orange Management Co	1352 Irvine Blvd, Tustin, CA 92780	71450xxxx0	aal******@o*******.com
Charles Fish Investments, Inc.	30 Corporate Park #410, Irvine, CA 92606	94929xxxx0	bet@c*******************.com
Morgan Stanley	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0	aar*********@m*********************.com
Randall Instruments Inc	17291 Irvine Blvd, Tustin, CA 92780	71466xxxx9
Newport Beach Securities Inc	18872 Macarthur Blvd Ste 100, Irvine, CA 92612	94933xxxx0
Travis Combe - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
Russell Doyle - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx0	dns***@a*.com
Lenders Investment Corp	2755 S Bristol St, Santa Ana, CA 92704	71454xxxx7
CTG - Called to Greatness	18575 Jamboree Rd Ste 600 Irvine, CA 92612	71442xxxx4	ctg******@p*******.is
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
First Foundation Advisors	18101 Von Karman Ave #700, Irvine, CA 92612	94947xxxx0	ada@f****************.com
Sterk Investments Inc	600 City Pkwy W Ste 200, Orange, CA 92868	71493xxxx0
Centerpoint Financial Management LLC	7700 Irvine Center Dr #800, Irvine, CA 92618	94975xxxx5	hel@c***********.com	5	1
Metrovest Management	6 Liberty, Aliso Viejo, CA 92656	94936xxxx0	bho*@m******.net	4	2					587847		757000
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							469	9	469
Sierra Asset Management	2525 Ocean Blvd, Corona Del Mar, CA 92625	94966xxxx4
Edward Jones	6813 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx7	a.j*******@e********.com							87631		100000
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Raymond Wesley Wealth Management	4 Venture, Irvine, CA 92618	94955xxxx0	gra*******@r**********.com							16	2	20
Qian Yi Investment Group USA Inc	930 Roosevelt, Irvine, CA 92620	94998xxxx1	inf@t************.com	4	1
I M G Capital Markets	2030 Main St Irvine, CA 92614	94926xxxx1
Edward Jones - Financial Advisor: Nick Peterson, CRPS™	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com									226
The KFK Group	530 Technology Dr Suite 100, Irvine, CA 92618	94986xxxx5	ern*@t********.com
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
Ward Investment Co	2110 Newport Blvd, Costa Mesa, CA 92627	94964xxxx0
Private Equity Management Group	1 Park Plz Irvine, CA 92614	94975xxxx7
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com							29		37
Hughes Westbrook Insurance	17220 Newhope St Ste 116, Fountain Valley, CA 92708	71454xxxx0	gre***@h***.com		85
FDP Wealth Management	8841 Research Dr #100, Irvine, CA 92618	94985xxxx7
Diversified Pacific Partners	901 Dove St Ste 220, Newport Beach, CA 92660	94986xxxx5	jja***@d***********.com
Clearvue Capital	901 Dove St, Newport Beach, CA 92660	94929xxxx0	csa**@c*********.net
Primevest Financial	15343 Culver Dr, Irvine, CA 92604	94926xxxx1		3.2	9
Edward Jones	2010 Main St Ste 310 Irvine, CA 92614	94975xxxx8	a.j*******@e********.com			5	1			87631		100000
Fidelity Investments Investor Center	2211 Michelson Dr Irvine, CA 92612	80033xxxx9	a61**@f*****.com			2.7	19
Laynie Johnson - Ameriprise Financial Services	17875 Von Karman Ave Ste 150 Irvine, CA 92614	94975xxxx0	dns***@a*.com							320		356
Edward Jones	485 E 17th St Ste 100, Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							110		111
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	all@p*.com	5	1
Caps Management	2081 Business Center Dr # 140, Irvine, CA 92612	94947xxxx1
Durkee Investments	18100 Von Karman Ave Ste 850 Irvine, CA 92612	83334xxxx1
Ash & Sha Investment & Propertys	202 Fashion Ln, Tustin, CA 92780	71483xxxx6
Schultz Richard	1171 Appian Way, Santa Ana, CA 92705	71473xxxx8
Sunstone Management	18881 Von Karman Ave #500, Irvine, CA 92612	94977xxxx4	ali****@s***************.com	4.1	8
Village Investments	2376 Main St, Irvine, CA 92614
Metro Coast Insurance	23456 Madero Ste 240, Mission Viejo, CA 92691	94923xxxx9	bry@m****************.com		17
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acm*********@m**********.com
T&T Capital Management	2211 Michelson Dr, Irvine, CA 92612	80588xxxx0	cam********@t*************.com	4	1			5	11			208
American Strategic Capital Inc.	949 S Coast Dr, Costa Mesa, CA 92626	71452xxxx3
Ersop.Com Inc	18141 Beach Blvd #300, Huntington Beach, CA 92648	86669xxxx7	adm@e**.com
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Don Cianto - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx7	dns***@a*.com
OAC Holdings	Serving theIrvine Area	90927xxxx5
Daimyo Capital Partners	19900 MacArthur Blvd # 960, Irvine, CA 92612	94988xxxx4	enq****@d*****.com
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
Number 1 Insurance	17111 Beach Blvd Ste 103, Huntington Beach, CA 92647	71484xxxx0	inf@n********.com	4.9	518								5	1
Bancorp Familiar	2024 N Broadway Ste 200, Santa Ana, CA 92706	71454xxxx0
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Ankit Consulting Services	30211 Avenida De Las Bandera Ste 200, Rancho Santa Margarita, CA 92688	94968xxxx4	aj@a********.com
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	bar**@c****.com	5	2					112
Pacific Venture Group	4 Venture Ste 385 Irvine, CA 92618	94975xxxx0
T N Investments Group, LLC	17220 Newhope St, Fountain Valley, CA 92708	71443xxxx4											1	3
LLC Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Gerhard Widtmann - Prudential Financial	3333 Michelson Dr Ste 280, Irvine, Ca 92612	94956xxxx2	abc*****@p*******.com
David J Brandt - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx2	dns***@a*.com
Edward Jones - Financial Advisor: Matthew Terrones	7510 E Chapman Ave Ste B, Orange, CA 92869	71463xxxx5	a.j*******@e********.com	3	2
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
Ihsv-Inc	2361 Campus Dr, Irvine, CA 92612	94961xxxx8	ihs*******@c***********.com
Tucker Watkins - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx9	dns***@a*.com
Systematic Financial Management	500 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	apa*@s**.com
Cimco	3303 Harbor Blvd, Costa Mesa, CA 92626	71436xxxx0	joh@c********.com
Index Fund Advisors Inc	19200 Von Karman Ave Ste 150 Irvine, CA 92612	94950xxxx0	aar@n*******.com	4	4
Val Chris Investments	2601 Main St, Irvine, CA 92614	94925xxxx0	ann**@v******.com					4.8	17	388	8	403
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
SBL \| Commercial Investments and Management	790 The City Dr S, Orange, CA 92868	71466xxxx8
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
Investment Development Services	2915 Red Hill Ave, Costa Mesa, CA 92626	71443xxxx4
Joseph Martelli Real Estate Investments	30 Corporate Park Ste 100 Irvine, CA 92606	71477xxxx0	bpr***@j**.com									75
Brendan P Scott	Irvine, CA 92612
USA Asset Management	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx6
MST Financial Wealth Management - Northwestern Mutual	18575 Jamboree Rd, Irvine, CA 92612	94986xxxx3	ash*****************@n.com
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94971xxxx0	aar@w******.com
Anchor Re Captital Management Co	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94933xxxx7
Hanna Capital Management	43 Post, Irvine, CA 92618	94927xxxx0	car******@a*****************.com							241	20	243
Kost Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
Saatchi Investment Corporation	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
TFC Credit Services	3941 S Bristol St Ste D-147 Santa Ana, CA 92626	80088xxxx2	adr*@c**.com
Lea Inouye - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx8	dns***@a*.com
Atomi Financial Group	20 Executive Park Ste 120, Irvine, CA 92614	88853xxxx4	baf***************************@s***.wixpress	5	1
James Raymond Financial	1 Park Plz Ste 600 Irvine, CA 92614	94922xxxx2
William Nichols & Associates	17901 Von Karman Ave Ste 600 Irvine, CA 92614	94933xxxx0
Eric Santa Ines - Prudential Financial	3333 Michelson Dr Ste 820, Irvine, Ca 92612	94944xxxx3	abc*****@p*******.com
Irvine Spectrum Financial Group - Ameriprise Financial Services	4 Venture Ste 300 Irvine, CA 92618	94945xxxx3	dns***@a*.com
Solomon Financial Mortgage & Realty	3400 Irvine Ave Ste 221 Newport Beach, CA 92660	71440xxxx4	dav@s*******.com			5	2
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	81826xxxx0	dns***@a*.com									34
Spinnaker Investment Group, LLC	4100 MacArthur Blvd STE 120, Newport Beach, CA 92660	94939xxxx0	and*@s********.com	4.2	5					623	69	647
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
3 Pointe Financial	7545 Irvine Center Dr Irvine, CA 92618	94948xxxx8
AccuCheck Insights	Irvine, CA 92620	71435xxxx2
Trilogy Financial Services	2601 Main St STE 100, Irvine, CA 92614	94922xxxx5	aar********@t******.com							4153		4100
Hankey Investment Company	2125 Westcliff Dr, Newport Beach, CA 92660	94954xxxx1	a.g@h**.com
Platinum Properties Investor Network, Inc.	3333 Michelson Dr, Irvine, CA 92612	71482xxxx0	con**@J*********.com	5	1
Royal Alliance Assoc Inc	4701 Teller Ave Ste 101, Newport Beach, CA 92660	94926xxxx0	aba***@r**********.com							2760	26	3300
Edward Jones - Financial Advisor: Elizabeth P Thai	5952 Warner Ave, Huntington Beach, CA 92649	71470xxxx5	a.j*******@e********.com							87384		100000	5	1
Castapos Inc	4695 Macarthur Ct, Newport Beach, CA 92660	31044xxxx3	aid******@m******.com									4
WMBC	2 Venture #380, Irvine, CA 92618	94982xxxx2	hel@w*.financial	5	1					241	8	239
The Napoli and Whitney Group	2405 Mccabe Way Ste 100, Irvine, CA 92614	94942xxxx5	3b6***********************************@w***************.com							36339		34000
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
R & B Investment	1762 San Juan St, Tustin, CA 92780	71473xxxx9
Maven Group Investment Strategies - Irvine HQ	530 Technology Dr Suite 100, Irvine, CA 92618	94956xxxx9	han*@m********.com	5	12
Q Balance	Irvine, CA 92618		hos*****@o.com
Lufon Investments	17822 17th St Ste 212, Tustin, CA 92780	71422xxxx9	a.j*******@e********.com							85136
Edward Jones - Financial Advisor: Lee Norton, RICP®\|AAMS™	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6	a.j*******@e********.com									147
Createnu	Los Angeles, CA 92612	21329xxxx8	ati@c*******.com			5	2
Schiel Wealth Management	30448 Rancho Viejo Rd Ste 180 San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com			4.4	8			275	3	266
Michael C Emge - Ameriprise Financial Services	4 Venture Ste 300 Irvine, CA 92618	94945xxxx3	dns***@a*.com
Ring Bill	27416 Betanzos, Mission Viejo, CA 92692	94958xxxx3
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Peter Christenson - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx4	dns***@a*.com	5	1							56
Edward Jones - Financial Advisor: Markus Wong	5410 Trabuco Rd Ste 110, Irvine, CA 92620	94955xxxx9	a.j*******@e********.com							87384		100000
Slaten Wealth Management	501 N Brookhurst St Ste 318 Anaheim, CA 92801	71477xxxx6	hei@s*********.com			1	1
He & Chen Investment	1221 W Alton Ave, Santa Ana, CA 92707	94920xxxx6
Immensity Group	5000 Birch St Ste 3000 Newport Beach, CA 92660	86643xxxx3	ale@i***********.com			5	7
Envision Financial	18101 Von Karman Ave, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Associates Asset Management	20101 SW Birch St, Newport Beach, CA 92660	71467xxxx3	bid**@a******.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com							46		49
StrateFi Wealth Management	18881 Von Karman Ave Suite 410, Irvine, CA 92612	94934xxxx1	dou@s************.com	5	20					352		345
Equico	535 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0	abo***@r******.com
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Victory Vault Investments	2340 N Grand Ave, Santa Ana, CA 92705	71436xxxx5	vic*********************@g**.com
Eight Oaks Financial	2201 Dupont Dr Suite 810, Irvine, CA 92612	94966xxxx3	and@e****************.com	5	7
Duval Management Inc	4630 Campus Dr, Newport Beach, CA 92660	94926xxxx4
Edward Jones	2842 E Chapman Ave, Orange, CA 92869	71463xxxx1	a.j*******@e********.com							85136
Integrity Financial Advisory	10101 Slater Ave Ste 250, Fountain Valley, CA 92708	71437xxxx8	adm@i********.com
Securities America Inc	1300 N Bristol St Ste 285, Newport Beach, CA 92660	94975xxxx0	aad******@s**************.com
Alpha Cubed Investments	450 Newport Center Dr Ste 440, Newport Beach, CA 92660	94970xxxx3	alp@a******************.com
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Surf City Investors, LLC	P.O. Box 6093, Huntingtn Bch, CA 92615	94968xxxx7	gab@s***************.com
Woodbury Financial Services	3070 Bristol St. Suite 500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Investors Realty & Management Inc	1151 Dove St, Newport Beach, CA 92660	94983xxxx4
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2118		2200
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Edward Jones - Financial Advisor: Jo Cinnamon	Irvine, CA 92618	97180xxxx7
Registry Capital Corporation	2350 Main St Irvine, CA 92614	94983xxxx0
Sunlan Corporation	8102 E Santa Cruz Ave, Orange, CA 92869	71428xxxx4
Tieback Holdings LLC	620 Newport Center Dr Ste 630, Newport Beach, CA 92660	94927xxxx4
Mason Asset Management	2030 Main St Irvine, CA 92614	94938xxxx0
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
Young Soo Investments	100 Spectrum Center Dr 9th floor, Irvine, CA 92618	94981xxxx6	inf@y*********.com	2.3	3
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							85136
Global Investment Solutions	1300 N Bristol St Ste 200, Newport Beach, CA 92660	94966xxxx0	ski****@e******.net
David Tipple-Financial Advisor	12976 Main St, Garden Grove, CA 92840	71446xxxx4	aab**@b**********.com		12					40840	176	41000
Edward Jones	180 E Main St, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							85136
World Financial Group	1835 W Orangewood Ave Orange, CA 92868					1.6	14
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Mark A Lammers - Ameriprise Financial Services	4 Venture Ste 300 Irvine, CA 92618	94945xxxx3	dns***@a*.com
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
Equico	575 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0
Pacific Sun Financial Corp	95 Argonaut, Aliso Viejo, CA 92656	94971xxxx6	adm@p************.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Whalerock Investment	15375 Barranca Pkwy Irvine, CA 92618	94933xxxx6
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Aaron Cook - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	42434xxxx9	dns***@a*.com
Investment Properties II	3146 Red Hill Ave, Costa Mesa, CA 92626	71497xxxx0	bfe****@i*****************.com
Wcm Investment Management	23702 Birtcher Dr, Lake Forest, CA 92630	94938xxxx0	aar@w******.com
Ruesoff Asset Management	28436 Chat Dr, Laguna Niguel, CA 92677	94977xxxx6
Trilogy Financial Services Inc.	2601 Main St Ste 200, Irvine, CA 92614	94922xxxx5	adm@t******.com
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6
Financial Management Network	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com							199	5	205
Integrative Financial Management - Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com							73		77
Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx1	a.c****@p******.com							113356	3087	131000
Capital Reserve Advisors Inc	5015 Birch St, Newport Beach, CA 92660	94975xxxx9
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Edward Jones - Financial Advisor: Brian K Clark	1467 N Wanda Rd Ste 175, Orange, CA 92867	71494xxxx3	a.j*******@e********.com							85274
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Financial Growth Management Inc	1421 N Wanda Rd, Orange, CA 92867	71463xxxx4	3d5***********************************@w***************.com
Newport Investors	9870 Research Dr, Irvine, CA 92618	88865xxxx7	inf@n**************.com
OZ Wealth Management	530 Technology Dr Ste 100 Suite 100, Irvine, CA 92618	94937xxxx0	zha*******@g**.com
Robert M. Densmore	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx9
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Edward Jones - Financial Advisor: Markus Wong	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com							72		74
Judy Kim - Financial Advisor, Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com		15
Stamper Capital & Investments Inc	2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625	94967xxxx7	sep********************@r**********.com
Legacy investments	2320 Harbor Blvd # 200, Costa Mesa, CA 92626	88861xxxx1
Yosemite Capital Mangagement	17822 17th St, Tustin, CA 92780	71473xxxx0
J W Mitchell Investment	2 Corporate Park #108, Irvine, CA 92606	94997xxxx9
Royal Alliance Assoc Inc	12377 Lewis St Ste 102, Garden Grove, CA 92840	71475xxxx9
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
Ensemble Wealth Management	9870 Research Dr Irvine, CA 92618	86658xxxx4	ana***@e*******.com	5	9					156	36	162
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Investor Financial Services	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Berkshire Hathaway Home Services	1400 Newport Center Dr Ste 200, Newport Beach, CA 92660	71442xxxx0	a@b*************.com	4.3	11			4.8	243	10856	239	11000
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1			136		141
Kodiak Capital Group	260 Newport Center Dr Newport Beach, CA 92660	94943xxxx0	inv******@k********.com
TransGlobal	500 Technology Dr Ste 300 Irvine, CA 92618	62644xxxx8	ang****@t**********.com					5	9	3179		4100
Cooke & Wealth Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx0	cwm@c******.com
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Private Management Group	15635 Alton Pkwy #400, Irvine, CA 92618	94975xxxx0	c18***************************@s***.wixpress	5	5
Kaz Investment Management	14712 Franklin Ave, Tustin, CA 92780	71441xxxx7
Argent Firm Inc	420 Exchange Ste 250, Irvine, CA 92602	94925xxxx4	ala***@t*****.alabama					5	5			164
Warren Street Wealth Advisors	4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660	65750xxxx5	bla@w***************.com			5	17
Green Street Advisors	660 Newport Center Dr Ste 800, Newport Beach, CA 92660	94999xxxx0
Advisor Solution's Group Inc	1300 Bristol St N Ste 100, Newport Beach, CA 92660	94925xxxx5	ccu**@a******************.com
Lincoln Financial Advisors	18400 Von Karman Ave Ste 500 Irvine, CA 92612	94966xxxx1
MyXennialWealth	17595 Harvard Ave Ste C 765 Irvine, CA 92614	94956xxxx3
Morgan Stanley	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	adm@b*****.com
Gary Hitzler - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx5	dns***@a*.com	5	1
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Kostichuk Steve	15355 Brookhurst St, Westminster, CA 92683	71483xxxx9
Lea Inouye - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	198
Karl H Romero & Associates, Inc	1585 E 17th St Santa Ana, CA 92705	71454xxxx7	kar*********@w********.com
Greenberg Graham Advisors	575 Anton Blvd, Costa Mesa, CA 92626	71443xxxx0	jgr**@g*******.com
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Florentez Investment Management Inc	12 Brillantez, Irvine, CA 92620	71460xxxx7
Columbia Products Company	1622 Browning Irvine, CA 92606	94947xxxx7	dla**@c**********.com
Flagstar Bank	949 S Coast Dr Ste 100, Costa Mesa, CA 92626	71454xxxx0	aar******@f*****.com
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3							509
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
Klk Capital Management	2010 Main St, Irvine, CA 92614	94937xxxx8	aca***************@a****.com
Norannsy Chieuchin - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Keller Group Investment Management	18101 Von Karman Ave Irvine, CA 92612	94947xxxx0	gbe*****@k*********.com
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
Newport Advisory	4695 Macarthur Ct, Newport Beach, CA 92660	94962xxxx0	aj@n**************.com
Frehner Wealth Management	300 Spectrum Center Dr Suite 920, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com									138
American Healthcare REIT, Inc	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	inf@a*****.com
J & E Brothers Investments LLC	7861 Clay Ave 9, Huntington Beach, CA 92648	71442xxxx8	abc*@m**.com
Pan American Properties	17491 Irvine Blvd Ste 100 Tustin, CA 92780	71450xxxx4	aap***@p***.com			3.1	110			36	3	47
Brent Rupnow - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	bre*******@a*.com
Jerry Yu - Reign Financial & Insurance Services	500 Technology Dr Ste 300 Irvine, CA 92618	62626xxxx8	ass****@r*******************.us
Dynamic Firm Management	4570 Campus Dr, Newport Beach, CA 92660	71497xxxx0	mcc@d********.com
Ajilon	4675 Macarthur Ct Ste 470, Newport Beach, CA 92660	94995xxxx4
Mitchell Capital Management Inc	3187 Airway Ave, Costa Mesa, CA 92626	71443xxxx2	dgo**@g*************.com
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Orange Capital Management	333 S Anita Dr Ste 700 Orange, CA 92868	71463xxxx1	agu****@o********************.com			3	2
Property Management Irvine	2010 Main St, Irvine, CA 92614	71467xxxx8
Applied Financial Planning, Inc.	100 Pacifica #400, Irvine, CA 92618	80045xxxx4	inf@a**********.com	4.6	9					264	17	265
Sunpath Financial	3333 Michelson Dr #300, Irvine, CA 92612	94964xxxx9	525***********************************@w***************.com	5	7
Confluence Wealth Management Group - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com							16	15	20
Global Investment Management	9602 Hamilton Ave, Huntington Beach, CA 92646	71496xxxx7
First American Trust	5 First American Way Santa Ana, CA 92707	87790xxxx8	acc********@f****.com	3.8	4	1.8	5			5255
Jodi Johnston - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx1	dns***@a*.com
Walker Financial Advisors	27201 Puerta Real Ste 465 Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
Brent Rupnow - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx9	bre*******@a*.com
IRA Capital	3121 Michelson Dr Ste 500, Irvine, CA 92612	94925xxxx0	acq*******@i*******.com							309	3	299
Birch Capital	5000 Birch St Ste 3000, Newport Beach, CA 92660	88838xxxx7	ale@b******.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	159			45
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Vincent Lovoy	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Currency Warriors	2070 Business Center Dr Ste 105 Irvine, CA 92612	94986xxxx2				1	2
Brascia Investment Management	23120 Alicia Pkwy, Mission Viejo, CA 92692	94983xxxx0
Neuberger Berman	620 Newport Center Dr Ste 250, Newport Beach, CA 92660	94946xxxx0	abc**@n.com
Clearview Wealth Management, LLC	4 Venture suite 120, Irvine, CA 92618	94933xxxx4	abd****@c*********.com	5	2					108
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
LEVEL Asset Management Inc.	9070 Irvine Center Dr Ste 200, Irvine, CA 92618	94920xxxx8	acc*****@l*******.com
Salout Insurance Solutions	15520 Rockfield Blvd Ste G Irvine, CA 92618	71431xxxx9				5	6
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
Legacy & Wealth Financial Advisors	300 Spectrum Ctr Dr Ste 400 Irvine, CA 92618	94952xxxx5	imp****@g**.com			5	36
Stephen McGuirk - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com
Maxim Capitol Advisors Inc	4695 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3	ant**@c****************.net
Edward Jones - Financial Advisor: Jonathan Goodwin	24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653	94983xxxx5	a.j*******@e********.com							87605		100000
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
Bradstreet Investment Co.	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
Tremont Realty Capital	1786 Orange Ave, Costa Mesa, CA 92627	94921xxxx0
LRES Corporation	765 The City Dr S, Orange, CA 92868	71452xxxx7	ada@l**.com
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
Edward Jones - Financial Advisor: Trisha M Braunstein	3621 Harbor Blvd Ste 140, Santa Ana, CA 92704	94963xxxx1	a.j*******@e********.com							48		91
Nikolas H Okita - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx8	ado******@a*.com							295		296
Needelman Asset Management Inc	111 Pacifica Ste 140, Irvine, CA 92618	94945xxxx3	sam@m*********.com
American Funds	6455 Irvine Center Dr, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com	3.9	18					170891		185000
Lifestyle Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	94983xxxx3	aar*******@s****.com							9472		9500
Comprehensive Financial Inc	16520 Bake Pkwy, Irvine, CA 92618	94950xxxx7	cor**@c***********.com							197	12	215
Marion Consulting	1604 E 4th St Ste A, Santa Ana, CA 92701	71424xxxx4	aga**@k**********.com
Money Management Resources Inc	1200 N Main St Ste 820, Santa Ana, CA 92701	71497xxxx8
Kovitz	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
Western Investment Corp	620 W Orangewood Ave, Anaheim, CA 92802	71497xxxx0	aa@w************.com	3.5	374
Edward Jones - Financial Advisor: Jaime A. Torres	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6
Buchanan Street Partners	3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660	94972xxxx4	ade**@b***********.com	3.3	3
Tu Tran Cfp	17822 17th St, Tustin, CA 92780	71473xxxx1
Brundage, Pearl & Associates - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94986xxxx0	dns***@a*.com	5	1					136	3	136
Coyle Retirement Solutions	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94925xxxx5
Edward Jones - Financial Advisor: Amy A Holley, CEPA®\|AAMS™\|CRPC™	18837 Brookhurst St Ste 205, Fountain Valley, CA 92708	71496xxxx4	a.j*******@e********.com							87384		100000
Pelorus Capital Management	7700 Irvine Center Dr Suite 520, Irvine, CA 92618	71490xxxx7	Ale**********@w*****.com
Clover Wealth Management LTD	4000 Barranca Pkwy suite 250, Irvine, CA 92604	71498xxxx4	eug*@c*****.com
David Pearl - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx6	dav********@a*.com							136	3	136
Excellent Capital	18575 Jamboree Rd Suite 330, Irvine, CA 92612	62680xxxx2	eli@e**************.com
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	132			109528	203	117000
Self Directed IRA Corp	1150 Main St Ste E Irvine, CA 92614	94974xxxx4
Wells Fargo Private Bank	5 Park Plz, Irvine, CA 92614	94925xxxx6	aar********@w*******.com							155184		11
WEALTHRHINO	2070 Business Center Dr STE 250, Irvine, CA 92612	94948xxxx4	inf@w*********.com
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
*ETRADE**	1901 Main St Fl 7 Irvine, CA 92614	86678xxxx3	adv**********@e***.com			1.4	14			166296		170000
The Management Trust	5 Peters Canyon Rd #200, Irvine, CA 92606	71428xxxx6	ada******@m************.com	4.5	128			3.5	150	37364		37000
Johny Makhijani - Financial Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx2	dns***@a*.com							117		125
Edward Jones - Financial Advisor: Tom Choi	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com							87631		100000
Oaktree Capital Management	333 S Grand Ave, Los Angeles, CA 90071	21383xxxx0	abc*@o***********.com							5309		6400
McGregor Financial Group Inc	19762 Macarthur Blvd, Irvine, CA 92612	94972xxxx8
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Edward Jones	505 S Villa Real Ste 201, Anaheim, CA 92807	71463xxxx8
Edward Jones - Financial Advisor: Michael R Long	18002 Irvine Blvd Ste 102, Tustin, CA 92780	71468xxxx1	acc********@e********.com							86230		96000
Falcon Wealth Planning	2030 Main St 13th floor, Irvine, CA 92614	85596xxxx6	inf@f******.com	4.9	37
Linco Investment Company	1107 Quail St, Newport Beach, CA 92660	94922xxxx0
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Mischler Financial Group Inc	1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com					5	5			89
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1					1234	37	1312
Filigree Wealth Advisors	530 Technology Dr Suite 100, Irvine, CA 92618	94998xxxx7	ger*@f*************.com
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
The Irvine Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx4	acm*********@m**********.com
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
John Carlson - Raymond James	2 Executive Cir Ste 280, Irvine, CA 92614	94956xxxx5	leg**********@r*********.com	5	1					17485		18000
Edward Jones - Financial Advisor: Will Fetter, CEPA®\|AAMS™	2582 N Santiago Blvd Ste B, Orange, CA 92867	71460xxxx0	a.j*******@e********.com							87630		100000
Modern Wealth Partners	18400 Von Karman Ave Suite 550, Irvine, CA 92612	94966xxxx1	ben***@m*******************.com
Pacific Park Financial	6 Gilly Flower St Ladera Ranch, CA 92694	94960xxxx4	gar@m***********.com			5	2
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
Martin Commercial Grp	1360 Ritchey St, Santa Ana, CA 92705	71454xxxx0	ela*******@m**.com
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
Financial Managers Jmb	43 Corporate Park Ste 104, Irvine, CA 92606	94925xxxx4	jac******@c***********.com
Atlas Wealth Management Group, LLC	2372 Morse Ave, Irvine, CA 92614	88847xxxx5	inf@a******.com									35
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
American Express	9261 Krepp Dr, Huntington Beach, CA 92646	71496xxxx0	aar@a************.com							898016
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
Cornerstone Investment Consulting	95 Canopy Irvine, CA 92603	94933xxxx0	bry@c**********.com
Stifel	895 Dove St Ste 400, Newport Beach, CA 92660	94925xxxx4	abb**@s***.com							4756		5200
Holistic Financial Planning	6 Venture STE 390, Irvine, CA 92618	94959xxxx0	c.b********@l.com					5	12			6200
AMS Real Estate Services	4040 MacArthur Blvd Ste 309, Newport Beach, CA 92660	94967xxxx3	inf@a********.com	3	2							597
KPP Financial Inc.	17875 Von Karman Ave Suite 132, Irvine, CA 92614	80055xxxx1	ary@k*********.com	4	8			5	28	1440		1400
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA®	1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							278	3	286
Frontier Investment	17992 Cowan, Irvine, CA 92614	94972xxxx0
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
Global Capital Markets Inc.	19200 Von Karman Ave Suite 210, Irvine, CA 92612	94925xxxx0	baf***************************@s***.wixpress
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
Financial Network Investment Corporation	2440 N Glassell St Ste U, Orange, CA 92865	71497xxxx7
Bank of England Mortgage	26040 Acero, Ste.114, Mission Viejo, CA 92691	94961xxxx2
Zuk C L & Associates	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx5	adm@z*********.com
West Team Investment Corp.	Serving theIrvine Area	71477xxxx7
Blue Trust	20 Pacifica Ste 560 Irvine, CA 92618	94940xxxx0	aar******@b******.com	5	13					176	12	263
MAP Alternative Asset Management Co	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94970xxxx0
Spectrum Asset Management Inc.	450 Newport Center Dr, Newport Beach, CA 92660	94995xxxx1	ach*@m*******.com							166767	126	187000
Triton Investment Advisors	18672 Florida St Ste 202B, Huntington Beach, CA 92648	71437xxxx0
BML Wealth Management	2 Park Plaza #280, Irvine, CA 92614	94968xxxx5	bml********@d***************.com	5	1					196	9	222
Michael Guidroz - Raymond James	7545 Irvine Center Dr Ste 214, Irvine, CA 92618	85853xxxx5	aar**********@r*********.com							17485		18000
Pure Financial Advisors	2020 Main St Ste 690 Irvine, CA 92614	94977xxxx0	abb******@p**********.com							1667		1700
Signature Estates and Investment Advisors	2010 Main St, Irvine, CA 92614	94970xxxx8	adm@s*.com
IWM Partners, LPL Wealth Advisors	3 Park Plaza suite 1490, Irvine, CA 92614	71496xxxx0	ahe*****@i********.com	5	1
Investor Solutions Group	18377 Beach Blvd Ste 323, Huntington Beach, CA 92648	71484xxxx5
Creative Planning	1 Park Plaza #700, Irvine, CA 92614	86627xxxx8	a.j****@c*************.com							6352	125	7200
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	9870 Research Dr Irvine, CA 92618	94971xxxx0	bbo*@d****************.com			4.2	6
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
Prudential Advisors OC	3333 Michelson Dr Ste 820 Irvine, CA 92612	71438xxxx6
Basdakis Wealth Management Group	114 Pacifica Ste 320 Irvine, CA 92618	94950xxxx5
Edward Jones - Financial Advisor: Jason Jiang	18200 Von Karman Ave Ste 560 Irvine, CA 92612	94975xxxx3	a.j*******@e********.com			5	2
Barbara Stowell: LPL Financial Advisor	9550 Warner Ave Ste 300, Fountain Valley, CA 92708	71496xxxx0	ahe*****@i********.com										5	1
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Swick Lam Assett Management	940 S Coast Dr, Costa Mesa, CA 92626	71485xxxx0
Fidelity Investments	1600 Newport Center Dr Ste 100 Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com			4	1			329254		353000
McDonnell Investment Management	24872 Golden Vis, Laguna Niguel, CA 92677	94936xxxx2	b.c***@m*****************.com
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.com
Sanjay and Amrit Mathur	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
AK Financial	6 Venture Ste 390, Irvine, CA 92618	94978xxxx0	ak@a***************.com					5	17			119
Victoria Barbisan - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Applied Financial Planning	100 Pacifica Ste 400 Irvine, CA 92618	71492xxxx0	inf@a**********.com			4	9			264	17	265
Jay DeRusso	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Goldman Sachs	8105 Irvine Center Dr #560, Irvine, CA 92618	94979xxxx7	aar*********@g*********.com	3	2					264206		306000
Income Protection For Professionals	3333 Michelson Dr Irvine, CA 92612	81825xxxx5
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Peer Management Group	Tustin, CA 92780	71450xxxx3
Maven Group Investment Strategies	530 Technology Dr Ste 100 Irvine, CA 92618	94939xxxx3	inf@m***********.com	5	11
Laguna Research Partners	4918 Irvine Center Dr Irvine, CA 92604	94965xxxx3
John Stokes Financial	2030 Main St Ste 1300 Irvine, CA 92614	94947xxxx5	ala@j****************.com			3.8	4
Valor Gold Group	300 Spectrum Center Dr Ste 400 Irvine, CA 92618	80046xxxx8
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Access Inc	19762 Macarthur Blvd, Irvine, CA 92612	94975xxxx0
Plus EV Capital	5000 Birch St. Suite 3000, Newport Beach, CA 92660	94937xxxx0
The March Group	7545 Irvine Center Dr, Irvine, CA 92618	94962xxxx5
WL Faith Investment Management	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94952xxxx9
Western Asset Management	385 E Colorado Blvd, Pasadena, CA 91101	62684xxxx0	ama@w*********.com							798	166	866
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
Needleman Asset Management	1301 Dove St, Newport Beach, CA 92660	94938xxxx0	ach*@m*******.com
SoCal Financial Planning	2552 Walnut Ave Ste 145 Tustin, CA 92780	94937xxxx4				5	1
Fidelity Capital	2030 Main St Ste 1300 Irvine, CA 92614	94926xxxx7
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
Pacifica Wealth Advisors	9870 Research Dr, Irvine, CA 92618	94930xxxx0	joh@p************.com					4.9	28	484		512
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Unique Investment Corps	7028 Kearny Dr, Huntington Beach, CA 92648	71484xxxx0	inf@u************.com
Amchamp	1802 Holly Tree Ln, Santa Ana, CA 92705	90926xxxx1
Fidelity Investments	2211 Michelson Dr, Irvine, CA 92612	80033xxxx9	aar******@f*****.com	3.8	15					329245		353000
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Liberty Capital Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com	5	4
Daniel Marshall Prudential Financial	3333 Michelson Dr, Irvine, CA 92612	94944xxxx1
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Edward Jones - Financial Advisor: Robert P Johnston	1 Orchard Ste 200, Lake Forest, CA 92630	94946xxxx0	a.j*******@e********.com									39
Trustee Corp	30 Corporate Park Ste 400, Irvine, CA 92606	94925xxxx0	abu**@t*********.com					5	7	245	15	245
Kevin J Crosby - Ameriprise Financial Services	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0	dns***@a*.com									133
Hollencrest Securities	3501 Jamboree Rd, Newport Beach, CA 92660	94973xxxx5	ac@h**********.com
IrvineMarket.com	Irvine, CA 92620	94955xxxx8
Vanguard Capital Wealth Advisors	2030 Main St, Irvine, CA 92614	94982xxxx0	inf@v****.com
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Carrington Capital Management	5 Park Plz Irvine, CA 92614	94972xxxx1
Asset Management	417 S Broadway, Santa Ana, CA 92701	94928xxxx9
Fair Trade Real Estate	5 Park Plz Ste 1150, Irvine, CA 92614	94997xxxx8	a30***********************************@w***************.com					5	15	871	85	981
Clearview Investment Partners	250 Newport Center Dr Ste 300, Newport Beach, CA 92660	94920xxxx0	fir@c****.com
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							16		18
Wirth Financial Services	17941 Mitchell S, Irvine, CA 92614	94985xxxx5	joh@t*******.com	5	2
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
PruVise, Inc	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	94979xxxx4	leg@c**********.com			5	1
Jim Warren - Financial Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com
South Coast Real Estate & Property Management	2915 Red Hill Ave, Costa Mesa, CA 92626	71454xxxx0	hel@s***********************.com
Unique Property Management	950 S Coast Dr, Costa Mesa, CA 92626	71484xxxx0	upm@u*************.com
The Saddleback Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Reliant Account Management	1900 Quail St, Newport Beach, CA 92660	94985xxxx4	bra@r*********.com
Aspiriant Wealth Management	7700 Irvine Center Dr Suite 940, Irvine, CA 92618	94962xxxx6	aa@a********.com	1	1			4.9	14	128	14	149
Tina Chou - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Affinity Investment Advisors	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Robert Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	and***************@f*****.com									61
SC Capital Partners, Inc.	2361 Campus Dr #101, Irvine, CA 92612		ach*****@s*****************.com	2.3	4
Dove Investment Research and Management	100 Pacifica Ste 300 Irvine, CA 92618	94927xxxx0	den@d************.com			3	2
Whittier Trust	4695 Macarthur Ct, Newport Beach, CA 92660	71454xxxx0	bfi**@w**********.com
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
National Investment Capital	16320 Bake Pkwy, Irvine, CA 92618	94970xxxx0
Securities America Inc	2543 E Denise Ave, Orange, CA 92867	71499xxxx6	aad******@s**************.com
Stratus Financial	90 Discovery Irvine, CA 92618	85530xxxx5	len**@s****.finance					2.3	5			2800
Pacific Financial Plaza	880 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	jan***@i****************.com							1307
Duttenhofer Advisory Group	1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651	94949xxxx0	inf@o***************.com
Investment Brokerage	2721 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx1
C F G Investments	17220 Newhope St Ste 224, Fountain Valley, CA 92708	71455xxxx0
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Al Frank Asset Management Inc	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94960xxxx0
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Index Fund Advisors, Inc.	19200 Von Karman Ave #150, Irvine, CA 92612	94950xxxx0	adr**@i.com	4	4
Daniel Cucuiat - C7 Capital Group	Irvine, CA 92614	71426xxxx5
Edward Jones - Financial Advisor: Jade Berniard	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6
Noble Tax Specialists	4299 MacArthur Ste 100 Newport Beach, CA 92660	88827xxxx8	aj@n******.com			4.3	6			2
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Aliso Viejo, CA 92656	94936xxxx4	a.j*******@e********.com
Edward Jones - Financial Advisor: Surong Lin	6813 Quail Hill Pkwy Irvine, CA 92603	94982xxxx7	acc********@e********.com							87586		100000
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
Viking International Investment Real Estate Financial Services	4570 Campus Dr Ste 35, Newport Beach, CA 92660	94925xxxx0	abr**@v*********.com							351		355
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Triad Investment Management	1301 Dove St Ste 330, Newport Beach, CA 92660	94985xxxx2	con**@t****.com	3.7	3
Wilshire Finance Partners	2 Venture Ste 250 Irvine, CA 92618	86657xxxx0	aba***@w*******.com							143	4
Edward Jones - Financial Advisor: Stephen Roh	18200 Von Karman Ave Ste 560, Irvine, CA 92612	94975xxxx3
Centricity Financial	5000 Birch St Ste 3000 Newport Beach, CA 92660	94944xxxx5	inf@c*****************.com
Headwaters Merchants Bank	1 Santa Ana Rate Ctr, Irvine, CA 92602	71480xxxx0
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com	1	1					1115	3	1100
Windfall Advisors	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	31040xxxx4	inf@w**************.com
TIAA Financial Services	19200 Von Karman Ave 4th Fl, Irvine, CA 92612	87720xxxx0	acc****************@t*.org	3	2					90938	529	91000
California Commercial Real Estate Services	1800 Quail St, Newport Beach, CA 92660	94979xxxx0	ada*@c****.org
Bright Wealth Advisors	200 Spectrum Center Dr STE 300, Irvine, CA 92618	94927xxxx4	hen@b*****************.com	5	3			5	10			164
Edward Jones	12341 Newport Ave Suite B-100, Santa Ana, CA 92705	71483xxxx0	a.j*******@e********.com							15
Mitchell Anthony Capital Management	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com
Matrix Private Wealth Solutions Inc.	7700 Irvine Center Dr #800, Irvine, CA 92618	88823xxxx9	rbe*@m****************.com							19	3	19
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
Allstate Personal Financial Representative: Eddie Millan	117 S Harbor Blvd, Santa Ana, CA 92704	62648xxxx9	a**00@a*****.com
Doug Jones Associates	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com							295		296
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
A T B Investment Property	Irvine, CA 92612	94938xxxx0
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Aristotle Capital MGMT	840 Newport Center Dr, Newport Beach, CA 92660	94999xxxx0	abe******@a*********.com									5000
Merit Wealth Management - Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx8	chr*************@a*.com							221
Jackson Financial Management	151 Kalmus Dr, Costa Mesa, CA 92626	71443xxxx0	cro**@j****.com
Howell & Associates, LLP	2400 Newport Blvd, Costa Mesa, CA 92627	71498xxxx3
Frehner Wealth Management-LPL Financial	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
KS Financial Advisors	6201 Oak Canyon #200, Irvine, CA 92618	94927xxxx0
Branch Investment Group	20341 SW Birch St, Newport Beach, CA 92660	94975xxxx2
Basdakis Wealth Management Inc	114 Pacifica Ste 230, Irvine, CA 92618	94950xxxx9
Laguna Pacific Wealth Management Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Value Real Estate	14 Hughes Ste B102, Irvine, CA 92618	94974xxxx3	inf@v*****.com
Olson Management	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.com
Edward Jones - Financial Advisor: Travis C Macaluso	25909 Pala Ste 315, Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87586		100000
Morgan Stanley Financial Advisors	1901 Main St Ste 700, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com	5	4
OC Asset Management	18400 Von Karman Ave UNIT 1000, Irvine, CA 92612	94953xxxx1
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
THK Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	86688xxxx6	acc********@m**********.com
Mitchel, Smith & Associates	250 El Camino Real Ste 200 Tustin, CA 92780	71473xxxx9				5	2
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
American Capital Aquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
Edward Jones - Financial Advisor: Hai B Phan	18426 Brookhurst St Ste 206, Fountain Valley, CA 92708	71496xxxx0	a.j*******@e********.com	4	2					87384		100000
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.3	23			1920	6	1900
Edward Jones	27772 Vista Del Lago Suite B-21, Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87586		100000
Adam MacDonald	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	add******@f**********.com
Right Now Management	1442 E Lincoln Ave, Orange, CA 92865	65754xxxx1
TSG Wealth Management - Irvine	18800 Von Karman Ave Suite B, Irvine, CA 92614	94950xxxx0	all**********@t**.com							215
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Yousef Jamshidipour - Ameriprise Financial Services	1 Park Plz Ste 360 Irvine, CA 92614	94938xxxx4	dns***@a*.com
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Avanath Capital Management LLC	1920 Main St #150, Irvine, CA 92614	94926xxxx0	aar@a****.com	1.6	39			3.7	7	101		169
Granite Strategic Investments	2 Park Plz Ste 800 Irvine, CA 92614	94947xxxx0
Pabrai Investment Funds	1220 Roosevelt STE 200, Irvine, CA 92620	94945xxxx9	asi*******@p********.com	5	3
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
Abi Ltd	23276 S Pointe Dr, Laguna Hills, CA 92653	94985xxxx6	cin@a****.com
Gregory Zappas	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx4	aos***@f**********.com
Jynormus LLC	19800 MacArthur Blvd.,ste 300, Irvine, CA 92612	94943xxxx2
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Occhino & Associates	17220 Newhope St Ste 216, Fountain Valley, CA 92708	71470xxxx0	aar**********@r*********.com
Mission Capital Advisors	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	88865xxxx7
Global Investment Solutions	1300 Bristol St N, Newport Beach, CA 92660	94966xxxx0	ski****@e******.net
Joe Christiansen - Berkshire Hathaway HomeServices	18600 MacArthur Blvd Ste 150 Irvine, CA 92612	94963xxxx4	inf@b************.com			5	2			10862	238	11000
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Eggleston Sambrano Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
Greystar Real Estate Partners	620 Newport Center Dr, Newport Beach, CA 92660	94970xxxx0	aam****@g*****.com	1.7	56					24229		25000
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
Rockpointe Capital	2372 Morse Ave Unit 119, Irvine, CA 92614	94948xxxx0	inf@r***************.com
Investment Property Group	4770 Campus Dr Ste 220, Newport Beach, CA 92660	94986xxxx4
Liang & Quinley Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	chr********@l.com
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com	5	1
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
Back Bay Investment Group	3857 Birch St Ste 195, Newport Beach, CA 92660	91949xxxx6
JMB Financial Managers	6 Hutton Centre Dr, Santa Ana, CA 92707	94925xxxx4	jac******@c***********.com
Burke Investment Company	28 Hammond, Irvine, CA 92618	94958xxxx3
Brunner Financial & Insurance Solutions	1439 W Chapman Ave, Orange, CA 92868	71488xxxx1
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™	505 S Villa Real Ste 201, Anaheim, CA 92807	71463xxxx8	a.j*******@e********.com							87630		100000
Moler Capital Management	9070 Irvine Center Dr Ste 240, Irvine, CA 92618	94974xxxx3	mat**@m*********.com
Kuber Investments	Irvine, CA 92618	94933xxxx4	inf@k**************.com
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
Dhandho Funds	1220 Roosevelt, Irvine, CA 92620	51299xxxx0	fah@d*********.com
Rowe, Richard B, PHD	2120 Main St, Huntington Beach, CA 92648	71496xxxx2	aad******@s**************.com
Alpha Cubed Investments	18301 Von Karman Ave # 900, Irvine, CA 92612	80070xxxx7	alp@a******************.com	4.5	6
BNG Wealth Advisors	16755 Von Karman Ave Suite 200C, Irvine, CA 92606	94939xxxx1	bal*****@l.com	5	4					213		214
Darany Michael A	17802 Irvine Blvd, Tustin, CA 92780	71483xxxx0	jls@m*******.com
Securities America Advisors-Ken Mascari	22954 El Toro Rd, Lake Forest, CA 92630	94945xxxx0	aad******@s**************.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	42434xxxx8	dns***@a*.com
The Affordable Housing Trust	3101 W Sunflower Ave, Santa Ana, CA 92799	71447xxxx9	inf@u**.com	3.7	167
Wells Fargo Private Banking	5 Park Plz Irvine, CA 92614	94925xxxx2	hos*****@w*******.com			1	1
WIN-TEAM	560 Wald, Irvine, CA 92618	94933xxxx0	a.r****@w*****.org
Brian Friestman - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
Scott Schubert - Ameriprise Financial Advisor	2 Park Plz Ste 1120 Irvine, CA 92614	94974xxxx4	dns***@a*.com
Edward Jones - Financial Advisor: Angela L Choo, CRPS™	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com							87631		100000
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Bailey Financial Management and Insurance Services	15615 Alton Pkwy #450, Irvine, CA 92618	71483xxxx1	inf@t*********.com	5	1
Galloway and Associates - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx7	dns***@a*.com
Kanani Advisory Group	16510 Bake Pkwy #100, Irvine, CA 92618	94950xxxx1	clo*@k****************.com	4.7	27					239	9
Ober Financial Services	2019 W Orangewood Ave, Orange, CA 92868	71477xxxx0
Acorns Grow Inc	5300 California Ave Bldg 1, Irvine, CA 92617	85573xxxx9	cop****@a***.com
Richland Communities	3161 Michelson Dr, Irvine, CA 92612	94926xxxx0	bco**@r****************.com
TGS Management Corp	17500 Laguna Canyon Rd, Irvine, CA 92618	94993xxxx0	ale@t***.com
Orange County Wealth Management Company	23046 Avenida De La Carlota Ste 150 Laguna Hills, CA 92653	94974xxxx5				3	2
Keep It Simple Financial Planning	333 City Dr Ste 1700 Orange, CA 92868	87741xxxx2	con**@k******************.com			5	9			2528	5	3800
Northwestern Mutual - Strategic Financial Group	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx6	soc*@n***************.com	5	2					107329	16242	108000
Claremont Financial Group Inc	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx0	dan@c*****************.com
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Udm Capital Partners	3633 W Macarthur Blvd, Santa Ana, CA 92704	94922xxxx0	inf@e*********.com
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
Portfoliorx	2082 Michelson Dr, Irvine, CA 92612	94944xxxx7
Shin, Stephen	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							12815
Mike Loo	2601 Main St STE 100, Irvine, CA 92614	94922xxxxxxxx8	mic******@l.com	5	3					164		172
Spach & Associates - Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	88880xxxx1	dns***@a*.com							27
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6							1800
Michael Schmitt - Financial Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx9	bri*********@a*.com							16		16
Buckingham Strategic Wealth	3 Park Plaza UNIT 420, Irvine, CA 92614	87769xxxx2	adm@b**************.com							558	6	652
uDirect IRA Services	8 Corporate Park Ste 300 Irvine, CA 92606	71483xxxx6	adm*********@u*******.com			3.8	59
Newport Coast Capital Management	5000 Birch St Ste 3000, Newport Beach, CA 92660	94933xxxx6
CoreLogic	40 Pacifica Ste 900 Irvine, CA 92618	94921xxxx0	aad***@c******.com			1.3	33			9507		10000
Ibis Consulting Group	4500 Campus Dr Newport Beach, CA 92660	94985xxxx4
James Hendries - Lpl Financial	7777 Center Ave Ste 120 Huntington Beach, CA 92647	71479xxxx4	jam*********@l.com	4.4	7	3.7	3			157
1st National Capital Corp	26050 Towne Centre Dr, Laguna Hills, CA 92653	94970xxxx0	abl*@f*****.com
Towneley Capital Management Inc	23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com	5	2
Mike Hernandez - Trilogy Financial	2601 Main St Ste 200 Irvine, CA 92614	94922xxxx5	a.r***@t******.com			5	1
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
Theresa Allen	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
Edward Jones	7755 Center Ave, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							85136
Marino Investment Company	3636 Birch St, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Edward Jones - Financial Advisor: Lucy E Walther, CFP®	4100 Newport Place Dr Ste 190, Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87384		100000
Lakebridge	100 Spectrum Center Dr #1400, Irvine, CA 92618	94992xxxx0
The Investment & Money Management Group	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
The Institute for Investment Management Consultants	4600 Campus Dr Ste 102, Newport Beach, CA 92660	94925xxxx2
New Wealth Advisors Club	3333 Michelson Dr Ste 300 Irvine, CA 92612	95144xxxx2	ale****@n******************.com			4.5	55
Edward Jones - Financial Advisor: Tim Werth, AAMS™	25950 Acero Ste 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87586		100000
Orange County Associates	250 N Golden Circle Dr, Santa Ana, CA 92705	71497xxxx3	d.s***@o*******************.com
20 20 Financial Advisers	575 Anton Blvd Ste 150, Costa Mesa, CA 92626	71443xxxx9	ast*****@2***.com
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44